Markets have an uncanny way of revealing the contradictions that lie at the heart of geopolitics. Nowhere is that tension more obvious than in the fate of Nvidia, the Silicon Valley powerhouse that has become Wall Street's proxy for artificial intelligence itself. On Thursday, the company's shares slipped in premarket trading, a modest decline that nonetheless sent a chill through the technology complex. The reason? China. Or, more precisely, the inability of a trillion-dollar firm to map its commercial destiny against the backdrop of a deteriorating Sino-American relationship.

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